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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,651 | $71,230+16.0% | $93,727-11.8% | $80,959+2.1% |
| Participation rate | 41.4% | 60.4%-19.0pp | 68.7%-27.3pp | 67.7%-26.2pp |
| Annual return | 12.73% | 11.26%+1.5pp | 133.83%-121.1pp | 35.67%-22.9pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,222 | $4,037-45.0% | $4,417-49.7% | $4,300-48.3% |
| Admin fee / account holder | $17,175 | $6,961+146.7% | $8,292+107.1% | $6,925+148.0% |